How can SRES Help You Plan for Your Future Housing Needs?

Most of us put time and effort into planning for retirement. That is, we plan for money related issues such as retirement funds. Secondly, people plan for long-term care and life insurance. Deciding on where you’ll live as you age often takes a backseat during retirement planning.

Whether you are considering aging in place, downsizing, purchasing a rental property, or even upsizing to a new location, dealing with real estate transactions and choices can be a confusing maze to negotiate, even for experienced home buyers. Beyond the complexity of real estate transactions, those over fifty are often more sophisticated shoppers and can benefit from a knowledgeable SRES representative.

Benefits of using an SRES agent include:

  • Customized approach to your living situation that fits in with your overall life plan.
  • Awareness of options like senior-based communities and aging in place needs.
  • Multiple choices that help reduce out-of-pocket expenses, acquire cash and create or delay income streams or get financial aid for when you need it at a later date. This can help you remain independent longer.

As someone deciding on where they’ll live as they grow older, there are unique challenges to financing and home accessibility that come with real estate and future housing needs. When planning real estate changes over age fifty, an SRES can be the professional who actually works for the client and has the experience and training to understand the unique challenges facing seniors when it comes to housing.

Marty Gale

801-205-3500

SRES, MCNE, CRS, Broker

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